About Justcall
Justcall is a powerful sales dialer all rolled into one seamless voice product. Using Justcall and Pipeline you can easily automate the activity tracking and you will no longer manually enter the activity updates.
Integration Setup
The integration setup involves the following steps:
1. All Pipeline Users must update their phone numbers to match with the Justcall number that they are using.
2. Admin on Pipeline CRM & Justcall needs to set up the integration.
Pipeline User Setup- for all users
Please navigate to Profile>My profile> Phone number and enter the same number that you use on Justcall. Hit "Save" once you're done.
At Justcall's end
Navigate to your profile icon on the right top and click on settings, and navigate to Developer. Please note that you must have Admin permissions to access Developer setting on Justcall.
On the developer section scroll to find API Key and API Secret. This Key and secret need to be input on Pipeline CRM.
There is one more configuration that you need to do on Justcall. On the Developer API section, Click on Manage API and Webhooks
Scroll down to "Trigger when a call is complete and logged" and you will find an info box
Hovering over this info box- you need to click "Click here", as Pipeline integration uses responses in JSON format.
At Pipeline end
Pipeline Admins can navigate to Profile > Account Settings > App Store. Please scroll to Justcall integration and click on Install.
After clicking install, navigate to Justcall Service
Copy and paste the API KEY to Username & API Secret to password from your Justcall dashboard to the above page and click on "Save".
After saving you can test if the API works as intended by clicking on "Test Connection"
You can now set the Activities mapping on the "Settings" tab. You can use existing categories or create new ones
Click on the drop-down and search for the specific activity to map the relevant events from Justcall. Don't forget to hit "Save" and then click "<Back to App Store".
You can configure an activity category to be used when the integration logs your calls. Because there are different categories of calls, you can set a different category for each one (if desired) or you can use a single "Phone Call" category for all of them. The categories of calls include the following:
- Completed incoming calls
- Completed outgoing calls
- Missed incoming calls
- Missed outgoing calls
- Voice message (incoming)
- Voice messages left (outgoing)
Click on the drop-down and search for the specific activity to map the relevant events from Justcall. Don't forget to hit "Save"
Finally, when you are ready to go live, enable the Justcall integration. When you’re finished configuring and saving category selections, if you click “back to App Store” at the top, then the Justcall integration will be highlighted.
Call Logging
When you install and configure Pipeline's Justcall Integration, activities will be logged on people or companies when phone calls are made and received:
- Completed calls (incoming and outgoing)
- Missed (unanswered) calls (incoming and outgoing)
- Voice messages (incoming)
In addition, if a voice message is left (for incoming calls), the activity will include the audio file (if available) for the message left.
If your Justcall account has call recording enabled, then after calls are completed, the recording will also be added to the activity.
SMS Integration setup
Please ensure that you have a valid SMS campaign registered (10DLC) with JustcallAdmins can enable the Justcall SMS integration by navigating to Justcallintegration on the app store section of the admin settings. If you are not using the dialer features you need to click "install" on the Justcall app.
To enable the SMS integration please navigate to the "SMS Settings"
Here you can enable the SMS integration by clicking on the checkbox next to "Enable SMS Support"
You can also configure an existing or custom activity category to map incoming and outgoing texts.
Once enabled each user must configure the Phone number under profile settings. Please note that you need to input the same number as the one that you are using in the Justcall app and the user email ID should be the same for both Justcall and Pipeline CRM
Please note that you cannot enable more than one SMS integration at a time.
Sending and receiving SMS
You can send an SMS from Multiple pages, including a person profile, deal profile and business card view, by clicking on the "SMS" icon
The SMS messenger window will open from left bottom. If you have any SMS history, it will be displayed
If the person has both system fields- work number and mobile available, you can select which number to send the SMS to by clicking on the "show setting" toggle
Once you have entered the message, click on the send icon
After sending the message you can see the status of the message in the SMS messenger window.
Once the SMS is delivered the status changes to delivered along with the timestamp of the delivery.
You can view the replies within the same SMS messenger window. You will also get an in-app notification.
The SMS messenger window can be quickly accessed from any page in the CRM, if you click on the in app notifcation update
You can configure the notifications under profile settings > (Display) > Notifications. By default if you receive an SMS - you will get all 3 notifications - in-app, email, and mobile.
